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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4001)10/15/2015 9:29:53 AM
From: Ahda
   of 6103
 
There will no stock dilution in this.

Bloomberg OCT 15
Anheuser-Busch InBev NV is planning to sell bonds worth as much as $55 billion to finance its $106 billion takeover of SABMiller Plc, setting a record for debt issuance to fund a corporate acquisition, according to people familiar with the matter.

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To: Ahda who wrote (4002)10/15/2015 11:48:28 AM
From: richardred
   of 6103
 
With such a large amount to finance. It will be interesting to see the interest rate they will be paying and bond rating they receive. This to attract corporate bond buyers.

Related
FWIW-I recently bought back into OLN. Cramer had very negative comments about their bond offering financing the deal. I'm currently not to worried. Just for the fact I'm in it more long term and I know when the housing market recovers so will OLIN. Hedge funds have been increasing their stakes in OLIN. Being I have known the company fairly well since the early 80's. I know the profits CA can bring in. Merger completion snip> Olin now is the largest integrated chlor-alkali producer with top-tier low-cost facilities and has significantly diversified its product and geographic base. IMO the hedge funds meanwhile will push for a Winchester spin-off to make the company a pure play commodity chemicals business.

RE:Cramer can see the other side of the risk coin when he looked at Olin, which is buying Dow Chemical's commodity chemical business. It had to borrow at a rate of 9.75 percent last Friday in order to obtain the money to finance the deal. This interest rate was insanely high, in Cramer's opinion. In fact, it is unrealistic for most companies to pay without risking default. So, in this case, the decline in serial acquirer stocks does make sense to Cramer. "I think if a company's future growth is going to rely on acquisitions and those acquisitions need debt, you have to accept that the window for cheap debt for these kinds of roll-ups is closing," Cramer said.
cnbc.com

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To: richardred who wrote (4003)10/15/2015 11:55:52 AM
From: Ahda
   of 6103
 
I can't comment on OLIN until I look at it thoroughly

Dow could have numerous law suits in their chemical division which could be another reason for the high interest rate.

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To: Ahda who wrote (4004)10/15/2015 12:10:51 PM
From: richardred
   of 6103
 
You could very well be right. I haven't looked into that deeply, but most chemical companies have had past lawsuits on chemical contamination. You might also want to add pension liability in. Olin I know in the past had to set aside reserves for remediation and pension liability. I'm fairly sure Dow has to.

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To: richardred who wrote (4005)10/15/2015 12:51:55 PM
From: Ahda
   of 6103
 
I think after reading about OLN and Dow that I shan't have coffee but beer for breakfast.

I know when the housing market recovers so will OLIN.

Ca water problem we have a huge shortage so desalinization plants we need, Housing we have a shortage of here area that creates overpriced property so here market has recovered but too much so . Perhaps that means interest rates go up and calif could be looking at dry and dead .

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To: Ahda who wrote (4006)10/15/2015 1:11:23 PM
From: richardred
   of 6103
 
>Ca water problem we have a huge shortage so desalinization plants we need, Housing we have a shortage of here area that creates overpriced property so here market has recovered but too much so . Perhaps that means interest rates go up and calif could be looking at dry and dead .

That reminds me, In due time. I like this play in controlled crop growing for lack water in Calif.

LNDC

Message 29410056

Message 28173401

P.S. I can't see how desalinization plants would be cost effective. Random thought-Volume wise given that bottled water is more expensive than a bottle of oil. Maybe we can start building Water Pipelines? :+ )

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To: richardred who wrote (4007)10/15/2015 1:50:00 PM
From: Ahda
   of 6103
 
it is not a matter of cost it is a matter if so calif does not find a solution to the water problem the ca gov deficit might end up as large as the nations.

Increase in utilities cost at some point will demand much higher incomes from the private service sector. I imagine farming will go to mexico long range and you have increased cost to operate a business that could mean that calif will not draw new business growth. So assisted living and health care and entertainment on the rise.

Key here is organic and problem is veggies now lack that farm fresh feel . What nutrients do a polymer coating add? Does Dow make the coating?

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To: Ahda who wrote (4008)10/15/2015 1:56:36 PM
From: Ahda
   of 6103
 
Environmental Attorney - Servicing Companies and Individuals?

Solution do a Spac and retire

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To: Ahda who wrote (4008)10/16/2015 12:42:51 AM
From: richardred
   of 6103
 
>Key here is organic and problem is veggies now lack that farm fresh feel . What nutrients do a polymer coating add? Does Dow make the coating?

LNDC owns an equity interest in Winset farms. That's what I was thinking. The polymer coating is different, It's a barrier to keep foods fresher & longer.
youtube.com

RE:LNDC At one time I moderated the LNDC board at I HUB
The header there should help answer your questions. I'm no longer a stock holder.
landec.com
landec.com
landec.com

Newer snip>
This investment in Windset is the continuation of Landec's ongoing strategic objective to pursue opportunities provided by healthy living trends that are driving increased consumer demand for fresh vegetables and fruit. Landec recognizes Windset as the most advanced and highest yielding hydroponic greenhouse vegetable producer in North America where the demand for hydroponic greenhouse grown produce is rapidly increasing. The hydroponic greenhouse process uses no soil and a fraction of the water required in field production. Furthermore, Windset's process results in higher yields per acre and is not burdened with traditional weather-related risks.

Gary Steele, Landec's Chairman and CEO, stated, "We are excited about further advancing our relationship and commitment to Windset. Landec originally invested $15.0 million into Windset in February 2011 and $11.0 million in July 2014. Our interest in Windset since the initial investment has been motivated by three primary objectives: (1) to realize a significant financial return, (2) be a strategic partner with the industry leader in the hydroponic year-round growing of fruit and vegetables, and (3) to explore new crop targets, new growing techinques and/or new technologies that can benefit from or be enhanced by Windset's knowledge of hydroponic greenhouse growing. This latest investment in Windset advances all three of these objectives.

"Our new $7.0 million investment in Senior B Preferred Stock and Windset's plans for using the funds do not change our current guidance regarding Windset for Landec's fiscal 2015. We do, however, expect that Windset's use of these funds will have a positive impact on the change in the fair market value of our Windset investment in future years."

About Windset Farms®

Windset Farms, with greenhouses and contract greenhouse growers in the United States, Canada and Mexico, markets in excess of 750 acres of greenhouse grown produce and is one of the largest growers and marketers of high tech greenhouse produce in North America. Windset products are sold across Western Canada, the Western and Midwestern United States, Mexico and Asia. Windset grows only non-GMO produce including peppers, cucumbers, tomatoes, lettuce, eggplant, and endive. The company's facilities combine state-of-the-art technology and old-fashioned attention to detail to ensure optimal growing conditions and sustainable practices. Windset Farms was recently named the best tomato grower in marketing and sales, winning the Tomato Inspiration Award 2014 out of 100 top tomato growers invited to attend the first annual Tomato Inspiration Event hosted by HortiBiz and eight partners held in Berlin. For more information about the award please visit globenewswire.com and for more information about Windset Farms please visit the company website at www.windsetfarms.com.

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To: richardred who wrote (3145)10/20/2015 11:04:59 AM
From: richardred
   of 6103
 
Taking the bulk of Profits in ULBI today as it breaks it's 52 week High. I last bought in bulk when it broke it's 52 week low 8/29/2012 so that helps. Earnings are out soon. RE:CC I believe they are going to book the bulk of their new military 8 million contract next year.

Message 28369885

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